2023 Form 5500 filing — Center For Applied Behavioral Instruction 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822050529NAL0004829921001) for Center For Applied Behavioral Instruction 401(K) Plan, reported by Center For Applied Behavioral In under EIN 27-2283580 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822050529NAL0004829921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Applied Behavioral In
- EIN
- 27-2283580
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,257,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,257,066
- Employer contributions
- $157,387
- Participant contributions
- $256,117
- Total income / additions
- $774,126
- Benefits paid
- $233,997
- Administrative expenses
- $10,840
- Total expenses
- $245,262
- Net increase / (decrease)
- $528,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Srpc, Inc | INVESTMENT/FINANCIAL ADVI | $9,049 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,791 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |